Phong

@Strategy CEO | #Bitcoin | $MSTR $STRC

[Phong @phoonglle]

Top non-index buyers: Goldman Sachs $407M, Capital International $346M, Jane Street Capital $247M, HRT Financial $137M, Wells Fargo Securities $132M, Susquehanna International Group $124M, Capula Investment Management $100M.

[Phong @phoonglle]

Even during the slow summer months, market interest in digital capital, equity, and credit remains high. $BTC $MSTR $STRC

[Phong @phoonglle]

Markets quiet in late summer. Fall brings more life: regulatory innovation exemptions, CLARITY Act progress, broader Bitcoin banking adoption, growth in digital credit and digital money, macroeconomic stability, geopolitical progress, and the US midterms. We are still early.

[Phong @phoonglle]

$MSTR is a boat and the Bitcoin cycle is the ocean. Our capital structure is designed to keep the boat afloat through the ebbing and flowing of the waves.

[Phong @phoonglle]

$MSTR is built to outperform Bitcoin over time. It has outperformed Bitcoin in every four-year holding period since we adopted Bitcoin on August 10, 2020. Outperformance comes from growing Bitcoin per share.

[Phong @phoonglle]

Our USD Reserve and Duration are now at all-time highs. In 2.5 months, we added nearly $3.8 billion and grew both more than 5X. This is the Digital Credit Capital Framework at work. $STRC $MSTR

[Phong @phoonglle]

Join us tomorrow at 5 PM ET for our Q2 2026 earnings call. We'll review the quarter, discuss our strategy, and answer your questions.

[Phong Le @phongle]

I joined @kgreifeld and @RomaineBostick on Bloomberg today to discuss Strategy’s evolution into a Digital Capital platform, our $3B cash reserve, $STRC, balance sheet resilience, and our long-term commitment to Bitcoin.

01:17 - Strategy’s evolution from Bitcoin Treasury Company to full Digital Capital platform
01:25 - Over 840,000 BTC, $10.5B of $STRC, and Strategy’s responsibilities
01:45 - Why Strategy built a $3B cash reserve after listening to preferred shareholders
02:30 - The path for $STRC: build USD reserves, return $STRC to par, issue more $STRC, and buy $BTC
04:22 - $MSTR’s goal: outperform Bitcoin over time while managing volatility through bull and bear markets
05:41 - Balance sheet resilience and why debt risk is low
06:50 - Strategy’s long-term Bitcoin commitment: “We’re not going anywhere”
07:04 - Bitcoin is bigger than Strategy: 4% ownership, $30–40B of daily volume, and bitcoin sales that did not move the market
08:46 - Software, AI, Bitcoin, and the maturity of a 25-year public company operating inside digital finance

[Phong Le @phongle]

$MSTR is designed to be amplified Bitcoin.

[Phong @phoonglle]

@Emporiowines muchas gracias, sí nos interesa, nuestro mail es [email protected]. Saludos!!

[Phong @phoonglle]

@mary_ann1988 [email protected] Saludos!

[Phong @phoonglle]

Ahora también pueden encontrar @MezcalKundee en #boozestop condesa, Vicente Suárez 42!! Salud!!

[Phong @phoonglle]

De este 2012 debemos de aprender de los errores, agradecer lo bueno y brindar por lo que traerá el 2013!! Salud!!

[Phong @phoonglle]

A disfrutar del último sábado del 2012 con @MezcalKundee !!! Salud!!

[Phong @phoonglle]

Les recordamos que @MezcalKundee está a super precio en @Sabemezcal #zacatecas149 y @lareforma193 #benjamilhill193. Salud!!

[Phong @phoonglle]

Bueno pues como el #findelmundo no sucedió, a seguir mezcaleando con @MezcalKundee Salud!!

[Phong @phoonglle]

@mezcalkundee en @bottculinaria!!

[Phong @phoonglle]

Por si la dudas, a mezcalear que el mundo se va a acabar!! Salud!! #juevesmezcalero con @mezcalkundee!!

[Phong @phoonglle]

@MezcalKundee presente en los mejores lugares como Estoril Polanco, Mistral Palmas, Bistro Estoril Santa Fe y Syrah Antara. Salud!!